Professional Advisor Speaker Series
The Foundation's Professional Advisor Speaker Series (PASS), curated by our Speaker Series Planning Committee, is offered to professional advisors to help them better address their clients' charitable gift planning needs.
Our network of professional advisors comprises L.A. area professionals working in estate planning, accounting, financial planning, insurance, and law.
If you would like to be added to our network of professional advisors, send us an email with your name, title, company name and address, and a brief message with your request. These events are not open to the general public and we will email all invitations.
- Online session times are noted below.
- There is no fee for the sessions.
- One hour of MCLE and CPE credits may be available for each session.
Click here for a video gallery of past sessions.
2022 Professional Advisor Speaker Series Topics
Wednesday, October 19, 12:00 - 1:00 p.m.
So You Thought You Could Dance? Increased Estate Tax Exemptions Does Not Mean You Do Not Have to Worry About Taxes
Allan Cutrow (Mitchell Silberberg & Knupp LLP)